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THE COMFORT GROUP, INC. 401K PLAN 401k Plan overview

Plan NameTHE COMFORT GROUP, INC. 401K PLAN
Plan identification number 001

THE COMFORT GROUP, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE COMFORT GROUP, INC has sponsored the creation of one or more 401k plans.

Company Name:THE COMFORT GROUP, INC
Employer identification number (EIN):620798316
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about THE COMFORT GROUP, INC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-06-04
Company Identification Number: 0801130800
Legal Registered Office Address: 13508 QUARRY TRCE

EULESS
United States of America (USA)
76040

More information about THE COMFORT GROUP, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMFORT GROUP, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01NICOLE RAISOR
0012016-10-01
0012015-10-01KAREN COOPER
0012014-10-01KAREN COOPER
0012013-10-01KAREN COOPER
0012012-10-01KAREN COOPER
0012011-10-01SHANA ALFORD
0012010-10-01SHANA W. ALFORD
0012009-10-01SHANA W. ALFORD
0012008-10-01SHANA W. ALFORD

Plan Statistics for THE COMFORT GROUP, INC. 401K PLAN

401k plan membership statisitcs for THE COMFORT GROUP, INC. 401K PLAN

Measure Date Value
2022: THE COMFORT GROUP, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01182
Total number of active participants reported on line 7a of the Form 55002022-10-01146
Number of retired or separated participants receiving benefits2022-10-011
Number of other retired or separated participants entitled to future benefits2022-10-0143
Total of all active and inactive participants2022-10-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-01190
Number of participants with account balances2022-10-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-018
2021: THE COMFORT GROUP, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01175
Total number of active participants reported on line 7a of the Form 55002021-10-01134
Number of retired or separated participants receiving benefits2021-10-011
Number of other retired or separated participants entitled to future benefits2021-10-0139
Total of all active and inactive participants2021-10-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01174
Number of participants with account balances2021-10-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: THE COMFORT GROUP, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01180
Total number of active participants reported on line 7a of the Form 55002020-10-01146
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0129
Total of all active and inactive participants2020-10-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01175
Number of participants with account balances2020-10-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: THE COMFORT GROUP, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01184
Total number of active participants reported on line 7a of the Form 55002019-10-01140
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0131
Total of all active and inactive participants2019-10-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01171
Number of participants with account balances2019-10-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-012
2018: THE COMFORT GROUP, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01217
Total number of active participants reported on line 7a of the Form 55002018-10-01136
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0139
Total of all active and inactive participants2018-10-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01175
Number of participants with account balances2018-10-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-015
2017: THE COMFORT GROUP, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01214
Total number of active participants reported on line 7a of the Form 55002017-10-01161
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0134
Total of all active and inactive participants2017-10-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01195
Number of participants with account balances2017-10-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-013
2016: THE COMFORT GROUP, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01214
Total number of active participants reported on line 7a of the Form 55002016-10-01175
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0125
Total of all active and inactive participants2016-10-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01200
Number of participants with account balances2016-10-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-014
2015: THE COMFORT GROUP, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01191
Total number of active participants reported on line 7a of the Form 55002015-10-01166
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0124
Total of all active and inactive participants2015-10-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01190
Number of participants with account balances2015-10-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-013
2014: THE COMFORT GROUP, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01179
Total number of active participants reported on line 7a of the Form 55002014-10-01151
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0121
Total of all active and inactive participants2014-10-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01172
Number of participants with account balances2014-10-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-014
2013: THE COMFORT GROUP, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01151
Total number of active participants reported on line 7a of the Form 55002013-10-01143
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0118
Total of all active and inactive participants2013-10-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01161
Number of participants with account balances2013-10-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-011
2012: THE COMFORT GROUP, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01143
Total number of active participants reported on line 7a of the Form 55002012-10-01118
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0117
Total of all active and inactive participants2012-10-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01135
Number of participants with account balances2012-10-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-012
2011: THE COMFORT GROUP, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01150
Total number of active participants reported on line 7a of the Form 55002011-10-01117
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0118
Total of all active and inactive participants2011-10-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01135
Number of participants with account balances2011-10-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-012
2010: THE COMFORT GROUP, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01159
Total number of active participants reported on line 7a of the Form 55002010-10-01129
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0119
Total of all active and inactive participants2010-10-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01148
Number of participants with account balances2010-10-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-013
2009: THE COMFORT GROUP, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01199
Total number of active participants reported on line 7a of the Form 55002009-10-01128
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0122
Total of all active and inactive participants2009-10-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01150
Number of participants with account balances2009-10-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-019
2008: THE COMFORT GROUP, INC. 401K PLAN 2008 401k membership
Total participants, beginning-of-year2008-10-01200
Total number of active participants reported on line 7a of the Form 55002008-10-01131
Number of retired or separated participants receiving benefits2008-10-010
Number of other retired or separated participants entitled to future benefits2008-10-0155
Total of all active and inactive participants2008-10-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-10-010
Total participants2008-10-01186
Number of participants with account balances2008-10-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-10-015

Financial Data on THE COMFORT GROUP, INC. 401K PLAN

Measure Date Value
2023 : THE COMFORT GROUP, INC. 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$1,643,321
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$1,242,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$1,208,779
Expenses. Certain deemed distributions of participant loans2023-09-30$25,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$694,607
Value of total assets at end of year2023-09-30$6,242,785
Value of total assets at beginning of year2023-09-30$5,841,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$7,738
Total interest from all sources2023-09-30$2,105
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$245,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$245,597
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$1,000,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$544,622
Participant contributions at end of year2023-09-30$64,206
Participant contributions at beginning of year2023-09-30$45,571
Participant contributions at end of year2023-09-30$31,053
Participant contributions at beginning of year2023-09-30$23,344
Other income not declared elsewhere2023-09-30$567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$401,202
Value of net assets at end of year (total assets less liabilities)2023-09-30$6,242,785
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$5,841,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$5,874,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$5,514,163
Interest on participant loans2023-09-30$2,105
Value of interest in common/collective trusts at end of year2023-09-30$264,437
Value of interest in common/collective trusts at beginning of year2023-09-30$251,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$694,885
Net investment gain or loss from common/collective trusts2023-09-30$5,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30Yes
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$149,985
Employer contributions (assets) at end of year2023-09-30$8,540
Employer contributions (assets) at beginning of year2023-09-30$6,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$1,208,779
Contract administrator fees2023-09-30$7,738
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30COULTER & JUSTUS, P.C.
Accountancy firm EIN2023-09-30621532536
2022 : THE COMFORT GROUP, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-925,768
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$724,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$697,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$724,277
Value of total assets at end of year2022-09-30$5,841,583
Value of total assets at beginning of year2022-09-30$7,491,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$27,047
Total interest from all sources2022-09-30$5,595
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$477,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$477,885
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$473,916
Participant contributions at end of year2022-09-30$45,571
Participant contributions at beginning of year2022-09-30$54,926
Participant contributions at end of year2022-09-30$23,344
Participant contributions at beginning of year2022-09-30$18,625
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$120,488
Other income not declared elsewhere2022-09-30$33,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,650,260
Value of net assets at end of year (total assets less liabilities)2022-09-30$5,841,583
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$7,491,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$5,514,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$7,184,053
Interest on participant loans2022-09-30$1,507
Interest earned on other investments2022-09-30$4,088
Value of interest in common/collective trusts at end of year2022-09-30$251,740
Value of interest in common/collective trusts at beginning of year2022-09-30$231,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-2,171,257
Net investment gain or loss from common/collective trusts2022-09-30$3,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30Yes
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$129,873
Employer contributions (assets) at end of year2022-09-30$6,765
Employer contributions (assets) at beginning of year2022-09-30$3,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$697,445
Contract administrator fees2022-09-30$27,047
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30COULTER & JUSTUS, P.C.
Accountancy firm EIN2022-09-30621532536
2021 : THE COMFORT GROUP, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$1,963,738
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$582,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$582,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$499,793
Value of total assets at end of year2021-09-30$7,491,843
Value of total assets at beginning of year2021-09-30$6,110,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$0
Total interest from all sources2021-09-30$2,403
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$253,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$253,897
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$432,961
Participant contributions at end of year2021-09-30$54,926
Participant contributions at beginning of year2021-09-30$60,951
Participant contributions at end of year2021-09-30$18,625
Participant contributions at beginning of year2021-09-30$16,050
Other income not declared elsewhere2021-09-30$2,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,381,250
Value of net assets at end of year (total assets less liabilities)2021-09-30$7,491,843
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$6,110,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$7,184,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$5,836,013
Interest on participant loans2021-09-30$2,403
Interest earned on other investments2021-09-30$0
Value of interest in common/collective trusts at end of year2021-09-30$231,163
Value of interest in common/collective trusts at beginning of year2021-09-30$194,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,202,026
Net investment gain or loss from common/collective trusts2021-09-30$3,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$66,832
Employer contributions (assets) at end of year2021-09-30$3,076
Employer contributions (assets) at beginning of year2021-09-30$2,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$582,488
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30COULTER & JUSTUS, P.C.
Accountancy firm EIN2021-09-30621532536
2020 : THE COMFORT GROUP, INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,489,509
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,567,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,564,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$404,967
Value of total assets at end of year2020-09-30$6,110,593
Value of total assets at beginning of year2020-09-30$6,188,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$3,487
Total interest from all sources2020-09-30$3,216
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$284,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$284,542
Administrative expenses professional fees incurred2020-09-30$3,487
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$349,841
Participant contributions at end of year2020-09-30$60,951
Participant contributions at beginning of year2020-09-30$72,616
Participant contributions at end of year2020-09-30$16,050
Participant contributions at beginning of year2020-09-30$16,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$-78,313
Value of net assets at end of year (total assets less liabilities)2020-09-30$6,110,593
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$6,188,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$5,836,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$6,097,192
Interest on participant loans2020-09-30$3,216
Value of interest in common/collective trusts at end of year2020-09-30$194,902
Value of interest in common/collective trusts at beginning of year2020-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$794,710
Net investment gain or loss from common/collective trusts2020-09-30$2,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$55,126
Employer contributions (assets) at end of year2020-09-30$2,677
Employer contributions (assets) at beginning of year2020-09-30$2,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,564,335
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30COULTER & JUSTUS, P.C.
Accountancy firm EIN2020-09-30621532536
2019 : THE COMFORT GROUP, INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$411,344
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$1,160,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,152,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$392,823
Value of total assets at end of year2019-09-30$6,188,906
Value of total assets at beginning of year2019-09-30$6,938,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$7,802
Total interest from all sources2019-09-30$2,957
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$341,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$341,304
Administrative expenses professional fees incurred2019-09-30$7,802
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$319,481
Participant contributions at end of year2019-09-30$72,616
Participant contributions at beginning of year2019-09-30$70,465
Participant contributions at end of year2019-09-30$16,414
Participant contributions at beginning of year2019-09-30$15,648
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$22,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-749,223
Value of net assets at end of year (total assets less liabilities)2019-09-30$6,188,906
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$6,938,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$6,097,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$6,849,426
Interest on participant loans2019-09-30$2,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-325,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$50,995
Employer contributions (assets) at end of year2019-09-30$2,684
Employer contributions (assets) at beginning of year2019-09-30$2,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,152,765
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30COULTER & JUSTUS, P.C.
Accountancy firm EIN2019-09-30621532536
2018 : THE COMFORT GROUP, INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,069,198
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$296,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$295,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$350,076
Value of total assets at end of year2018-09-30$6,938,129
Value of total assets at beginning of year2018-09-30$6,165,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$1,095
Total interest from all sources2018-09-30$2,003
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$347,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$347,977
Administrative expenses professional fees incurred2018-09-30$1,095
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$300,425
Participant contributions at end of year2018-09-30$70,465
Participant contributions at beginning of year2018-09-30$1,839
Participant contributions at end of year2018-09-30$15,648
Participant contributions at beginning of year2018-09-30$17,426
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$772,459
Value of net assets at end of year (total assets less liabilities)2018-09-30$6,938,129
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$6,165,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$6,849,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$6,143,432
Interest on participant loans2018-09-30$2,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$369,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$49,651
Employer contributions (assets) at end of year2018-09-30$2,590
Employer contributions (assets) at beginning of year2018-09-30$2,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$295,644
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30COULTER & JUSTUS, P.C.
Accountancy firm EIN2018-09-30621532536
2017 : THE COMFORT GROUP, INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,275,887
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$713,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$711,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$363,932
Value of total assets at end of year2017-09-30$6,165,670
Value of total assets at beginning of year2017-09-30$5,602,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$1,501
Total interest from all sources2017-09-30$717
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$1,501
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$312,455
Participant contributions at end of year2017-09-30$1,839
Participant contributions at beginning of year2017-09-30$47,694
Participant contributions at end of year2017-09-30$17,426
Participant contributions at beginning of year2017-09-30$21,204
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$562,877
Value of net assets at end of year (total assets less liabilities)2017-09-30$6,165,670
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$5,602,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$6,143,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$5,530,687
Interest on participant loans2017-09-30$717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$911,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30Yes
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$51,477
Employer contributions (assets) at end of year2017-09-30$2,973
Employer contributions (assets) at beginning of year2017-09-30$3,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$711,509
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30CROWE LLP
Accountancy firm EIN2017-09-30350921680
2016 : THE COMFORT GROUP, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$914,315
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$325,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$324,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$378,873
Value of total assets at end of year2016-09-30$5,602,793
Value of total assets at beginning of year2016-09-30$5,014,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$1,185
Total interest from all sources2016-09-30$2,589
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$1,185
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$295,731
Participant contributions at end of year2016-09-30$47,694
Participant contributions at beginning of year2016-09-30$60,949
Participant contributions at end of year2016-09-30$21,204
Participant contributions at beginning of year2016-09-30$35,249
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$36,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$588,765
Value of net assets at end of year (total assets less liabilities)2016-09-30$5,602,793
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$5,014,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$5,530,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$4,911,912
Interest on participant loans2016-09-30$2,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$532,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30Yes
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$46,418
Employer contributions (assets) at end of year2016-09-30$3,208
Employer contributions (assets) at beginning of year2016-09-30$5,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$324,365
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30CROWE HORWATH LLP
Accountancy firm EIN2016-09-30350921680
2015 : THE COMFORT GROUP, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$216,246
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$308,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$254,882
Expenses. Certain deemed distributions of participant loans2015-09-30$52,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$282,254
Value of total assets at end of year2015-09-30$5,014,028
Value of total assets at beginning of year2015-09-30$5,106,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$1,135
Total interest from all sources2015-09-30$2,427
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$1,135
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$242,696
Participant contributions at end of year2015-09-30$60,949
Participant contributions at beginning of year2015-09-30$69,035
Participant contributions at end of year2015-09-30$5,918
Participant contributions at beginning of year2015-09-30$10
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$39,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-92,071
Value of net assets at end of year (total assets less liabilities)2015-09-30$5,014,028
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$5,106,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$4,911,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$5,037,010
Interest on participant loans2015-09-30$996
Interest earned on other investments2015-09-30$1,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-68,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30Yes
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Employer contributions (assets) at end of year2015-09-30$35,249
Employer contributions (assets) at beginning of year2015-09-30$44
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$254,882
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30MELNYK & MELNYK CPAS
Accountancy firm EIN2015-09-30408298989
2014 : THE COMFORT GROUP, INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$748,260
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$77,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$76,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$289,591
Value of total assets at end of year2014-09-30$5,106,099
Value of total assets at beginning of year2014-09-30$4,435,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,085
Total interest from all sources2014-09-30$1,000
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$1,085
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$186,905
Participant contributions at end of year2014-09-30$69,035
Participant contributions at beginning of year2014-09-30$63,953
Participant contributions at end of year2014-09-30$10
Participant contributions at beginning of year2014-09-30$11,917
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$70,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$670,564
Value of net assets at end of year (total assets less liabilities)2014-09-30$5,106,099
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$4,435,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$5,037,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$4,357,588
Interest on participant loans2014-09-30$1,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$457,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30Yes
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$32,487
Employer contributions (assets) at end of year2014-09-30$44
Employer contributions (assets) at beginning of year2014-09-30$2,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$76,611
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30CARR RIGGS AND INGRAM, LLC
Accountancy firm EIN2014-09-30721396621
2013 : THE COMFORT GROUP, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$990,768
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$598,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$597,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$311,367
Value of total assets at end of year2013-09-30$4,435,535
Value of total assets at beginning of year2013-09-30$4,043,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$857
Total interest from all sources2013-09-30$1,161
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$857
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$177,655
Participant contributions at end of year2013-09-30$63,953
Participant contributions at beginning of year2013-09-30$68,902
Participant contributions at end of year2013-09-30$11,917
Participant contributions at beginning of year2013-09-30$10,549
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$102,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$392,268
Value of net assets at end of year (total assets less liabilities)2013-09-30$4,435,535
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$4,043,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$4,357,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$3,961,933
Interest on participant loans2013-09-30$1,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$678,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30Yes
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$31,018
Employer contributions (assets) at end of year2013-09-30$2,077
Employer contributions (assets) at beginning of year2013-09-30$1,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$597,643
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30CARR RIGGS AND INGRAM, LLC
Accountancy firm EIN2013-09-30721396621
2012 : THE COMFORT GROUP, INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$834,880
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$267,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$265,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$197,269
Value of total assets at end of year2012-09-30$4,043,267
Value of total assets at beginning of year2012-09-30$3,475,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$1,577
Total interest from all sources2012-09-30$1,896
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$1,160
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$166,853
Participant contributions at end of year2012-09-30$68,902
Participant contributions at beginning of year2012-09-30$91,531
Participant contributions at end of year2012-09-30$10,549
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$1,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$567,788
Value of net assets at end of year (total assets less liabilities)2012-09-30$4,043,267
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$3,475,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$3,961,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$3,383,948
Interest on participant loans2012-09-30$1,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$635,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$29,029
Employer contributions (assets) at end of year2012-09-30$1,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$265,515
Contract administrator fees2012-09-30$417
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30CARR RIGGS AND INGRAM, LLC
Accountancy firm EIN2012-09-30721396621
2011 : THE COMFORT GROUP, INC. 401K PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-09-30$46,114
Total of all expenses incurred2011-09-30$87,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$81,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$170,074
Value of total assets at end of year2011-09-30$3,475,479
Value of total assets at beginning of year2011-09-30$3,517,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$5,780
Total interest from all sources2011-09-30$2,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$960
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$168,318
Participant contributions at end of year2011-09-30$91,531
Participant contributions at beginning of year2011-09-30$68,749
Participant contributions at beginning of year2011-09-30$9,983
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-41,599
Value of net assets at end of year (total assets less liabilities)2011-09-30$3,475,479
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$3,517,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$3,383,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$3,436,537
Interest on participant loans2011-09-30$2,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-126,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$1,746
Employer contributions (assets) at beginning of year2011-09-30$1,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$81,933
Contract administrator fees2011-09-30$4,820
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30CARR RIGGS AND INGRAM, LLC
Accountancy firm EIN2011-09-30721396621

Form 5500 Responses for THE COMFORT GROUP, INC. 401K PLAN

2022: THE COMFORT GROUP, INC. 401K PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: THE COMFORT GROUP, INC. 401K PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: THE COMFORT GROUP, INC. 401K PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: THE COMFORT GROUP, INC. 401K PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: THE COMFORT GROUP, INC. 401K PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: THE COMFORT GROUP, INC. 401K PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: THE COMFORT GROUP, INC. 401K PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedYes
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: THE COMFORT GROUP, INC. 401K PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: THE COMFORT GROUP, INC. 401K PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: THE COMFORT GROUP, INC. 401K PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: THE COMFORT GROUP, INC. 401K PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: THE COMFORT GROUP, INC. 401K PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: THE COMFORT GROUP, INC. 401K PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: THE COMFORT GROUP, INC. 401K PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: THE COMFORT GROUP, INC. 401K PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Plan funding arrangement – TrustYes
2008-10-01Plan benefit arrangement - TrustYes

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